@divinz
Everyone celebrates the proliferation of rollups, but fragmentation is killing liquidity and UX. Users don’t care about rollup wars; they care if their assets and apps just work.
A thousand chains dilutes network effects, while a handful of winners consolidate liquidity. Right now, that consolidation looks like Base, Arbitrum, and OP—because they have infra, dev adoption, and user funnels.
The question isn’t how many L2s we get; it’s how many survive when incentives dry up.
0 reply
9 recasts
9 reactions